Craig Toberman shares his thoughts BlackRock’s sale in an email with Michelle Lodge for the article “BlackRock’s FutureAdvisor Sale May Boost ETFs” at ETF.com
"Toberman, who follows roboadvising and ETFs, said without ETFs, the latest roboadvisor technology wouldn’t exist. Roboadvising, while shunned by some in the financial planning industry, is a benefit to the industry, because the low fee structure allows early investors who may not be able to afford fees charged by financial advisors to start investing. Early investors grow into more mature ones who may then seek out financial advisors later as their budgets and sophistication grow, he said. "
If you are interested in discussing more of Craig Toberman’s thoughts on financial planning, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.